Merrill Lynch Draws More High-Net-Worth Clients Despite Weaker Net Flows in Q2
Merrill Lynch continued to expand ultra-high-net-worth client base in Q2 of 2025, even as market turbulence and seasonal headwinds dampened as flows.
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JPMorgan Gets a Dealmaking Boost as Wall Street Recovered From Tariff Tumult
Q2 earnings at JPMorgan Chase were better than expected, as a boost in dealmaking demonstrated how Wall Street recovered from the spring freeze.
Merrill Lynch Ordered to Pay $3.6 Million in Feeder Fund Misrepresentation Case
Merrill Lynch has been ordered to pay nearly $3.7 million in damages to two clients by a recent FINRA arbitration ruling.
The High-Profile Advisor Chuck Roberts has Exited Stifel Financial.
Chuck Roberts high-profile advisor of structured-notes strategy sparked dozens of investor disputes, culminated in record-breaking arbitration award.
US Bank Profits To Climb On Stronger Trading, Investment Banking
Major U.S. banks are expected to report stronger profits next week, driven by buoyant trading and a modest rebound in investment banking.
Carson Group Continues Expansion With Acquisition Of Colorado Advisory Aveo Capital
Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), announced the acquisition of Aveo Capital.
UBS Continues To See Opportunity In The U.S., CEO Tells Fox Business
UBS continues to see a lot of opportunity in the United States, the Swiss bank's CEO Sergio Ermotti told Fox Business' "Mornings with Maria" program.
